See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,351 | $106,515-85.6% | $96,683-84.1% | $139,434-89.0% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 18.69% | 38.43%-19.7pp | 35.69%-17.0pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,291 | $4,103-68.5% | $3,737-65.5% | $4,751-72.8% |
| Participant deferral / active EE | $4,167 | $5,454-23.6% | $4,878-14.6% | $6,710-37.9% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |